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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,034 | $102,609+88.1% | $98,090+96.8% | $138,895+39.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 15.19% | 36.44%-21.2pp | 37.05%-21.9pp | 145.39%-130.2pp |
| Employer contribution / active EE | $4,223 | $3,867+9.2% | $3,606+17.1% | $4,194+0.7% |
| Participant deferral / active EE | $13,405 | $8,167+64.1% | $7,845+70.9% | $6,396+109.6% |
| Admin fee / account holder | $920 | $11,434-92.0% | $11,815-92.2% | $12,562-92.7% |